SAG
HGLB

SageView Advisory Group’s Highland Global Allocation Fund HGLB Stock Holding History

SageView Advisory Group’s Portfolio HGLB Stock Details HGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-659
Closed -$6.02K – 1363
2025
Q4 		$6.02K Buy
+659
New +$6.39K ﹤0.01% 1907

Other funds holding HGLB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

SageView Advisory Group's HGLB Position: Q1 2026 in Review

SageView Advisory Group sold out of Highland Global Allocation Fund (HGLB) in Q1 2026, closing a stake of 659 shares — an estimated $6.02K sold.

SageView Advisory Group first reported a position in HGLB in Q4 2025 and held it in 1 quarter. The position peaked at $6.02K in Q4 2025. 38 funds tracked by Wall St. Rank hold HGLB as of Q1 2026.

  • SageView Advisory Group reported no remaining Highland Global Allocation Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 659 Highland Global Allocation Fund shares in Q1 2026, an estimated $6.02K.
  • SageView Advisory Group first reported a position in Highland Global Allocation Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Highland Global Allocation Fund position peaked at $6.02K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Highland Global Allocation Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.